Leuthold Select Industries
33 South Sixth Street Suite 4600 Minneapolis MN 55403
Map
Phone: 800-273-6886
| Category: | Large Growth | | Fund Family: | Leuthold | | Net Assets: | 53.07M | | Year-to-Date Return: | 16.20% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Jun-00 |
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Steven C. Leuthold
Lead Manager since
19-Jun-00 | | | Steven C. Leuthold, 63, has been an investment strategist, manager and researcher for more than 40 years. He is the founder and Chairman of Leuthold Weeden Capital Management and Co-Portfolio Manager. In addition, Steve serves as Chairman of The Leuthold Group, where he leads a research team that uses quantitative research to develop sophisticated investment models. From 1977 to 1981, Steve was an officer and portfolio manager of two mutual funds for Criterion Investment Management. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests substantially all of assets in equity securities traded in the U.S. securities markets. It invests in companies of all sizes and industries as well as in "growth" stocks and "value" stocks. It utilizes a disciplined, unemotional, quantitative investment approach that is based on the belief investors can achieve superior investment performance through group selection. |
| Last Dividend
(27-Dec-07):
| 0.07 | | Last Cap Gain
(28-Nov-07):
| 5.66 | | Annual Holdings Turnover
| 164.20% | | Average for Category:
| 112.30% |
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| Expense | LSLTX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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